Home Advisor to Client Financial planning

Latest news in Financial planning

Top 10 Advisor to Client stories of 2015

It’s been a busy year at Advisor to Client. Of the thousands of articles readers have clicked on in 2015, we’ve compiled the stories that…

  • By: Staff
  • December 18, 2015 December 18, 2015
  • 00:00

The TFSA limit will go back to $5,500 in 2016

It's official. The $10,000 TFSA limit is rolling back to $5,500. The change is effective January 1, 2016, so you won't be affected for 2015.

Beware legal and tax traps when gifting

You can gift during your lifetime or bequeath on death. Here's how to transfer wealth properly while alive

Punjabi most popular unofficial language in House of Commons

If you speak Punjabi, you're in good company.

  • By: Staff
  • November 12, 2015 November 12, 2015
  • 00:00

What happens when both heir and testator die?

It didn’t take long for two estate battles to erupt in this sample case

How to handle funeral arrangements

If you're an executor, make sure you understand your role in funeral planning

How to understand your credit rating

Watch: Finance expert Bruce Sellery tells us the importance of our credit rating and how often we should check it.

  • By: Staff
  • October 30, 2015 October 30, 2015
  • 00:00

What will my tax bill be under the Liberals?

With a majority government in hand, Liberal leader Justin Trudeau has all the political power he needs to implement his party platform unimpeded.

  • By: Staff
  • October 21, 2015 October 21, 2015
  • 00:00

What the federal election means for families

Four major political parties are vying for your vote on Oct. 19. Don’t give it to them based on half-read headlines or holiday hearsay from…

  • October 7, 2015 October 7, 2015
  • 00:00

What Ontario’s new probate rules mean

How the Estate Information Return will change Ontario estates in 2016.

Income sources for homeowners

One of the biggest investments you’ve made is your home. While you can claim mobility-related renovations as medical expenses for tax purposes, there are other…

Conversation starter – Put your property to work

It’s an old adage for many entrepreneurs: when you need capital most, the banks won’t budge; when you’re well-capitalized, they’re ready to lend.

  • September 30, 2015 September 30, 2015
  • 00:00

Conversation starter – Advisor advantage

If you operate a fast-growth company with variable cash-flow, acquiring a financial professional who can help you protect and build your wealth should be a…

  • September 30, 2015 September 30, 2015
  • 00:00

Conversation starter – Is your staff retirement ready?

Entrepreneurs lie awake at night thinking about the big picture, but employees’ nocturnal worries often lie closer to their wallets.

  • September 30, 2015 September 30, 2015
  • 00:00

Planner: Health, Wealth, Worth: The Culture Club

In business, branding matters. Customers are drawn to your products or services because of their perceived attributes.

  • September 30, 2015 September 30, 2015
  • 00:00

Conversation starter – It’s never too early (or late) to plan for succession

83% of SMB owners have no written transition plan and 49% have done no exit planning.

  • September 30, 2015 September 30, 2015
  • 00:00

Conversation starter – Invisible Illness Hurts Your Employees

For decades, corporate giants have used their workplace wellness programs to woo top employees.

  • September 30, 2015 September 30, 2015
  • 00:00

2015 Election economic glossary

Election-speak can sound like gibberish. We’ve cut through the election rhetoric to help you understand what politicians are saying about Canada’s economy.

What you need to know to vote

Here’s what you need to be engaged and well informed before Election Day, Oct. 19. Whomever you support, make sure you know exactly what he…

Which credit card is right for you?

Aside from cutting back spending and looking for tax breaks, have you considered switching credit cards?

  • By: Staff
  • August 27, 2015 August 27, 2015
  • 00:00

Action Idea – Working Tax Holiday

Have a client considering job opportunities abroad? Try this tip.

  • August 21, 2015 August 21, 2015
  • 00:00

Conversation starter – How to give money to grandchildren

Ask your clients, “Is it more important to you to ensure your children, or your grandchildren, are financially secure?”

  • August 18, 2015 August 18, 2015
  • 00:00

Planner: Pamper new parents

Your client is having a baby and you want to send something to mark the milestone. Family and friends will cover the obvious gifts, including…

  • August 18, 2015 August 18, 2015
  • 00:00

Presentation: There’s more to education savings than RESPs

To make it easier for you to prepare materials for clients, we’ve developed these slide selections on how to save for a child’s education.

  • August 18, 2015 August 18, 2015
  • 00:00

Worksheet: Children and your estate plan

Give this worksheet to clients who are planning for their legacies.

  • August 18, 2015 August 18, 2015
  • 00:00